Grouping Survey Submissions by Account in Microsoft Dynamics

In ClickDimensions, posted surveys, forms and subscriptions are all valuable records generated from an individual submitting a piece of what we at ClickDimensions call web content. These submissions tie back [...]

Aggregating Email Statistics on the Dynamics 365 Campaign Entity

Here at ClickDimensions, we get a lot of questions from our customers about how to use the Dynamics 365 campaign entity. If you're looking to take advantage of this handy [...]

How to Monitor the Effectiveness of Paid Search with a Search Marketing Dashboard

If you use paid search, you probably have a number of different campaigns running across a number of different platforms. You might use Google AdWords, Bing Ads, LinkedIn, Facebook, private [...]

Using Dynamics 365 Lookup Fields and Workflows to Send Introductory Emails

In a previous blog post, I explained how to use the ClickDimensions new drag and drop email editor to dynamically insert images using FreeMarker. One use case I outlined was [...]

CRM News: The Microsoft Power Platform Story Comes into Sharp Focus

ClickDimensions' Senior Director of Pre-Sales Consulting and 13-time Microsoft MVP Matt Wittemann shares his latest Dynamics 365 news and insights. The middle of summer may be a lazy time for [...]

Tips for Using Personalized Email Content and CRM Language Translations

Rendering of personalized email content populated via FreeMarker code is dependent on many elements, but two of the most ubiquitous are field types referenced and CRM language settings. As a [...]